IRS Updates Roth Recharacterization Rule

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Roth Recharacterization rule

image of Magnified ROTH IRA message on hundred dollar bills re: IRS Updates Roth Recharacterization Rule

Recently, I read the following announcement: IRS updates Roth recharacterization rule. 

In December, I wrote a post (link below) about a significant change to the rules for recharacterizing Roth IRAs conversions. The change basically took away the option.

After researching the IRS update (and since I wrote about it), I wanted to bring this to your attention.

Click the play button below to watch my short video on the update and how it might affect you (hint: if you converted to Roth IRAs at any time in 2-17, this is especially important).

IRA FAQS – Recharacterization of IRA Contributions

A Major Change is Coming to Roth IRAs (original article)

Top Three Reasons to Convert to a Roth IRA

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Fred Leamnson

I started “Money with a Purpose” to help people “keep it real” when it comes to their money. Many advisors will tell you the only way to success is through planning. I completely agree. And there’s more. You must also align your plan with who you are and what you value. Doing this is THE key to making your money work for you. I started this blog to share with you what that looks like.

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